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022: Create a KILLER Client Experience that Turns Prospects into Clients and Clients into Referral-Generating Machines with Guests Ben & Jenna Laws

022: Create a KILLER Client Experience that Turns Prospects into Clients and Clients into Referral-Generating Machines with Guests Ben & Jenna Laws

FromThe Efficient Advisor: Tactical Business Advice for Financial Planners


022: Create a KILLER Client Experience that Turns Prospects into Clients and Clients into Referral-Generating Machines with Guests Ben & Jenna Laws

FromThe Efficient Advisor: Tactical Business Advice for Financial Planners

ratings:
Length:
50 minutes
Released:
Apr 5, 2022
Format:
Podcast episode

Description

We talk ALL THE TIME about how crafting an amazing client experience is the crux of becoming a referral-based business. BUT THIS…. THIS BLEW MY MIND!I like to pat myself on the back when it comes to curating an amazing, but easy-to-execute experience for my clients… BUT HOLY COW.Today I interview Ben and Jenna Laws, the power advisor couple behind Evexia Wealth. I knew they were committed to client experience. I knew there were lots of similarities in how they approached client experience to how I do… so I knew this would be an amazing interview full of synergy…BUT THIS WAS NEXT LEVEL STUFF --- It was like ordering a 4-pack of nuggets and getting a 20-pack for the same price --- Nuggets galore.  In this episode Ben and Jenna share their CRAZY, OVER-THE-TOP, AMAZING client experience. We also get into: 1️⃣  How creating core values for your business creates the basis for your client experience2️⃣  How client experience starts with how your team treats each other3️⃣  What they do to set the stage for a prospect – enter mind blowing experience4️⃣  How you scale your client experience over time as you add capacity (don’t worry Year 3 Advisor – I got you!!!!)5️⃣  How to set up your space to amplify your experience6️⃣  Ben’s favorite book about creating an experience in your businessI know you are going to love this episode. I actually recorded it as a video back in 2019 and people went bananas over it. In fact, I still have Advisors reference it when we chat. It’s that good. ------Links from this episode: The Experience Economy - Ben's favorite book about client experienceRocketfuel - Both the Laws and Libby mentioned this book as a game changer for teaming Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
Released:
Apr 5, 2022
Format:
Podcast episode

Titles in the series (100)

Ever wish you knew an Advisor who built a 7-figure practice--while only working 3 days a week--that was willing to share her systems, processes, and business hacks with you? Meet the Efficient Advisor Podcast host Libby Greiwe. Her specialty? Breaking down the functions of a financial planning practice into actionable step-by-step processes designed to get you results and get you out of overwhelm. Expert interviews, done-for-you templates, and easy to implement solutions… all tied together by her MISSION to create ease in your business. She promises to deliver actionable step-by-step solutions you can implement right away to save time, money, and frustration. The goal--to lead you from overwhelm to efficiency. She started her own financial planning business in 2004. And, over the years she scaled into a 7-figure single-advisor firm while working only 25-hours a week so she could be super involved while raising her kiddos and loving on her hubby. She knows what it takes to build a 100% referral-only practice and to not have to GRIND out the hours to be successful. She ran her own planning business for 16 years culminating in a sale to an enterprise firm in 2019. Now, she’s simply just obsessed with helping other amazing advisors do the same thing. So if you’re an advisor who’s got the hang of planning and is now looking to grow to that first 500k of take-home pay… you are in the right place!